Bill offers his clients a full array of capital markets solutions to help address their complex needs. With over 30 years of experience, Bill’s institutional and high-net-worth clients depend on him for structured finance solutions, professional asset management, cash management, equity and fixed income trading and private equity investments.
Ranked by Barron’s as one of the Top 100 Financial Advisors in the USA in 2016, 2017, 2018 & 2019, as well as a Barron’s Top 1200 Advisor from 2013-2019 and a Financial Times Top 400 Advisor in 2017. Bill has held a variety of sales and management roles at Deutsche Bank, Morgan Stanley, Merrill Lynch and Alex.Brown, a division of Raymond James. Throughout his career, Bill has shared his financial knowledge and industry insight via lectures with investors, including at the Wharton School of the University of Pennsylvania.
Bill earned his B.A. in applied mathematics for aeronautics from Embry Riddle Aeronautical University and studied for his M.B.A. at St. John’s University. He currently holds his Series 4, Series 5, Series 7, Series 8, Series 15, Series 53, Series 63 and Series 65 securities licenses as well as a life, accident and health insurance designation.
2016 Barron’s Top 100 Financial Advisors: Awarded April 2016; Data Compiled by Barron’s based on the time period from Jan. 2015 – Dec. 2015 (Source: Barrons.com).
2017 Barron’s Top 100 Financial Advisors: Awarded April 2017; Data Compiled by Barron’s based on the time period from Jan. 2016 – Dec. 2016 (Source: Barrons.com).
2018 Barron’s Top 100 Financial Advisors: Awarded April 2018; Data Compiled by Barron’s based on the time period from Jan. 2017 – Dec. 2017 (Source: Barrons.com).
2019 Barron’s Top 100 Financial Advisors: Awarded April 2019; Data Compiled by Barron’s based on the time period from Dec. 2017 – Dec. 2018 (Source: Barrons.com).
The Barron’s Top 100 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2019 Barron’s Top 1,200 Financial Advisors: Awarded March 2019; Data Compiled by Barron’s based on the time period from Oct. 2017 – Sept. 2018 (Source: Barrons.com).
2018 Barron’s Top 1,200 Financial Advisors: Awarded March 2018; Data Compiled by Barron’s based on the time period from Oct. 2016 – Sept. 2017 (Source: Barrons.com).
2017 Barron’s Top 1,200 Financial Advisors: Awarded March 2017; Data Compiled by Barron’s based on the time period from Oct. 2015 – Sept. 2016 (Source: Barrons.com).
2016 Barron’s Top 1,200 Financial Advisors: Awarded March 2016; Data Compiled by Barron’s based on the time period from Oct. 2014 – Sept. 2015 (Source: Barrons.com).
2015 Barron’s Top 1,200 Financial Advisors: Awarded February 2015; Data Compiled by Barron’s based on the time period from Oct. 2013 – Sept. 2014 (Source: Barrons.com).
2014 Barron’s Top 1,200 Financial Advisors: Awarded February 2014; Data Compiled by Barron’s based on the time period from Oct. 2012 – Sept. 2013 (Source: Barrons.com).
The Barron’s Top 1,200 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2017 Financial Times 400 Top Financial Advisors; Awarded March 2017; Data compiled by Ignites Research based on the time period from 9/30/14- 9/30/16 (Source: ft.com).
The Financial Times 400 Top Financial Advisors rating algorithm is based on Assets under management, Assets under management growth rate, years of experience, compliance records, industry certifications, online accessibility and other criteria by Ignites Research. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 796 wealth managers were considered for the rating; 400 (50.2% of candidates) were named 2017 Financial Times 400 Top Financial Advisors.
Have a specific financial goal you want to achieve? Have questions that could use some experienced answers?
Our advisors are ready to help. It’s what we do best.
Just fill out our form and we’ll follow up in one business day or less.
PLEASE NOTE: By clicking on this link, you will leave the Wells Fargo Advisors Web site and enter a privately owned web site created, operated and maintained by a third-party, which is not affiliated with Wells Fargo Advisors or its companies. The information and opinions found on this website have not been verified by our Firm, nor do we make any representations as to its accuracy and completeness. By linking to this Web site, Wells Fargo Advisors is not endorsing this third-party’s products and services, or its privacy and security policies, which may differ from Wells Fargo Advisors. We recommend that you review this third-party’s policies and terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this website.
PLEASE NOTE: By clicking on this link, you will leave the Wells Fargo Advisors Web site and enter a privately owned web site created, operated and maintained by a third-party, which is not affiliated with Wells Fargo Advisors or its companies. The information and opinions found on this website have not been verified by our Firm, nor do we make any representations as to its accuracy and completeness. By linking to this Web site, Wells Fargo Advisors is not endorsing this third-party’s products and services, or its privacy and security policies, which may differ from Wells Fargo Advisors. We recommend that you review this third-party’s policies and terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this website.
FINRA’S BROKERCHECK OBTAIN MORE INFORMATION ABOUT OUR FIRM AND ITS FINANCIAL PROFESSIONALS
